Welcome to the nerve centre of your signing β the signing view! Think of this view like a 21st-century version of your Word signing checklist, just with less typing and a data-first way of managing your signing. For more info on why itβs better than using Word or Excel, view our Product Blog.
What does the signing view do?
π It's a dedicated place to manage signing for documents in a specific list.
Specifically, it lets you:
π§Ή Prepare for signing
Our signing view gets you ready for signing well in advance. We do this by empowering users to:
set parties to documents
set signatories to parties
We capture party data
Parties is a tricky term. It's used interchangeably to mean the parties involved in the transaction (actually, organisations) or the party signing a document.
When we use the term party, we refer to the legal entity or person signing the document (ie taking on the rights/obligations of a contract). These can be created easily in Legatics.
π¨ Send for signature
π Our DocuSign integration helps you create envelopes faster. When a document is sent from Legatics to DocuSign, we populate your DocuSign envelope with:
The document
The parties and signatories you added in Legatics
Standard email instructions (if your company has added any)
Once your documents are in DocuSign, you can then use all your standard DocuSign features to send envelopes to recipients.
Once a document is in DocuSign, you'll see this icon below!
β Legatics lets you create and download PDF signature packs for parties and signatories to documents.
Unlike Adobe, you can make them in minutes, not hours. We do this by:
using π§ AI to identify the signature pages
making it simple to assign the parties and signatories to the page
enabling you to filter to only see signature pages
downloading packs for every party and signatory to your documents
Once a document is being signed with wet-ink, you'll see this icon below!
π Track signing progress
π Our DocuSign integration automatically tracks the status of the:
envelope the document is in
signatory to the document
Read this article to learn about the different statuses you will see.
π±οΈ A bit like Word, it's currently a manual process to update signatory and document statuses. Unlike Word, you only need to click to update statuses and we've got some in-built automatic actions that can help make this job simpler.
ποΈ Release signed documents
π© Once your envelope has been completed, you can download the signed documents back to Legatics. This comes with the certificate of completion and the envelope history.
By letting you decide when to download, you decide when to release to all transaction participants!
Wet-ink
π₯² We don't yet have a way to collate files and release them. We're working on it! Until then, collation will need to be done outside of Legatics. When the collated files are ready, simply upload them to Legatics!
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If you have any further questions please email us at support@legatics.com.